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Financial Advisor   

$210MM AUM | $1.8MM GDC in Portland, OR

Member Level
Lite
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Portland, OR, US
12 Month Gross Revenue
$1,800,000
Number of Accounts
779
Avg Client Age
55

Overview

Independent, Portland-based, fee-only RIA since 1988, providing portfolio management and financial planning to high net worth clients. Separately managed accounts using individual bonds , individual stocks and some mutual funds and ETF's.

Looking to purchase/merge a small firm with an established fixed income business using individual bonds or hire an experienced fixed income professional with a book of bond clients who is interested in running a no-load mutual fund that invests in bonds and income-producing stocks.

 

Has Office Space to Share in Portland, OR

One 10'x10' office with a window, conference room, reception area.
We have 6 other offices that are occupied.

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